Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 22 years of covering Asia Pacific equities, the past 19 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

CP ALL PCL (CPALL TB) - A King for All Seasons

The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking

CP ALL Pcl (CPALL TB) - Omnipresent Operator

Quiddity Advisors

Event-Driven

<ul>
<li>7-11 play <strong><a href="https://www.smartkarma.com/entities/cp-all-pcl" target="_blank" data-smartkarma-citation="entities:13889:1" rel="noopener">CP ALL PCL (CPALL TB)</a></strong> is coming up "cheap" on my monitor versus cash &amp; carry subsidiary <strong><a href="https://www.smartkarma.com/entities/siam-makro-public-co-ltd" target="_blank" data-smartkarma-citation="entities:5577:1" rel="noopener">Siam Makro Public (MAKRO TB)</a></strong>. </li>
<li>Preceding my comments on CPALL/MAKRO are the current setup/unwind tables for Asia-Pacific Holdcos. </li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


7-11 play CP ALL PCL (CPALL TB) is coming up "cheap" on my monitor versus cash &amp; carry subsidiary Siam Makro Public (MAKRO TB). 
Preceding my comments on CPALL/MAKRO are the current setup/unwind tables for Asia-Pacific Holdcos. 
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: CPALL Trading "Cheap" To MAKRO